Home Biographies Programs Resources FAQ GGFIRM.com
The Gallo Institute

 

The Most Important Service Financial Professionals Can Offer Clients Is Educating Children About Money!
In 2006, Ameriprise Financial conducted a comprehensive examination of the role of the financial advisor in retirement planning. Ameriprise wanted to know what retirement planning services would be most valuable. The startling result released in January, 2006:  52% of those surveyed were “looking for advice to help children become more financially savvy. This is an even bigger issue for those with financially dependent children — 61% rate it as their top financial advice need.”  The New Retirement Mindscape, Ameriprise Financial in conjunction with Age Wave and Harris Interactive, January 2006.

 

ssk

Click here to purchase
Silver Spoon Kids
and The Financially Intelligent Parent on Amazon.com

fip

 

Our Mission: Through presentations and individual consultation, the Gallo Institute, LLC helps financial advisors, their clients and individual families understand the challenges of raising children in an affluent environment.  The Gallos also offer presentations for financial advisors that explore the psychological and emotional issues of estate planning.

The Gallos: Eileen and Jon Gallo have been writing and lecturing on the psychological and emotional issues of family wealth since 1987. They believe that families have complex relationships with money and that affluence can be a positive factor in a family's life, a factor which allows family members to tap their inner resources and achieve results that benefit them, their family and their community. 

The Books:  The Gallos' first book, Silver Spoon Kids: How Successful Parents Raise Responsible Children (McGraw-Hill/Contemporary 2001) was described by Time Magazine as "a guide for wealthy parents on how to raise fiscally responsible children."  Their second book, The Financially Intelligent Parent: 8 Steps To Raising Successful, Generous, Responsible Children (Penguin USA/New American Library 2005) was selected as a finalist in the personal finance category for The Books For A Better Life award.

"Rather than the root of all evil, money can serve our highest goals.  But it can only serve those goals if we are honest with ourselves about what we have and what we believe is important, and educate and inspire our children accordingly.  Silver Spoon Kids is a wise and indispensable guide for moving through that thought process."  Sarah Pillsbury, Producer and Philanthropist                  

Presentations: Gallo Institute, LLC presentations have been sponsored by individual families and organizations such as Merrill Lynch, Wachovia Securities, New York University, Goldman Sachs, The American Institute of Certified Public Accountants, U.S. Trust, Bessemer Trust, Northern Trust, Sagemark Consulting, Northwestern Mutual Life Insurance, National Life of Vermont, Moore Stephens North American, Inc., California Bar Association, Dain Rauscher Investment Services, American Cancer Society. Wells Fargo Private Services, University of Miami Estate Planning Institute, UCLA Estate Planning Institute, Notre Dame Estate Planning Institute, California Community Foundation, Atlanta Community Foundation and The National Council on Planned Giving, among others.


Contact Information

The Gallo Institute, LLC
11980 San Vicente Blvd. Suite 712
Los Angeles, CA 90049
310-207-0710 - phone
310-451-5819 - fax

Eileen Gallo, Ph.D.
[email protected]

Jon Gallo
[email protected]